Heritage Financial Services, LLC J P Morgan Exchange Traded Fd Call Options Transaction History
Heritage Financial Services, LLC
- $1.02 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding JPIE
# of Institutions
319Shares Held
53.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$234 Million0.02% of portfolio
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Morgan Stanley New York, NY3.2MShares$148 Million0.01% of portfolio
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Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
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Sequoia Financial Advisors, LLC2.16MShares$99.8 Million0.86% of portfolio
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Royal Bank Of Canada Toronto, A61.96MShares$90.6 Million0.02% of portfolio